Small Cap Snipa
@SmallCapSnipa
Stock market research. AI / data centers / power infra / cloud compute. NFA
加入 February 2021
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Bernstein’s $IREN valuation:
IREN’s valuation is based on a sum of the parts approach
1) Value IREN’s AI cloud business using ~14x EV/ Adjusted EBITDA’27E
2) Value IREN’s 3.6GW additional power at ~$3M/MW.
3) Value IREN at 8.5x EV/EBITDA’28E to arrive at $100 price target
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